Retirement plan

NEENAH ENTERPRISES, INC. 401(K) RETIREMENT SAVINGS PLAN

Name: NEENAH ENTERPRISES, INC. - NEENAH ENTERPRISES, INC. 401(K) RETIREMENT SAVINGS PLAN (2015) Form 5500
Creator: NEENAH ENTERPRISES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NEENAH ENTERPRISES, INC. 401(K) RETIREMENT SAVINGS PLAN, NEENAH ENTERPRISES, INC.

NEENAH ENTERPRISES, INC.EIN 25-1618281Plan #003PY 2015

2121 BROOKS AVENUE - NEENAH, WI 54956920-729-3885LinkedIn1001-5000 employeesconsumer goods

Other plans on this EIN

3 filings

#007Retirement-$27.0M assets #004Retirement-$5.0M assets #005Retirement-$1.8M assets

Prospect flagsLow employer contributionLow participant contributionFailed to transmit contributions

How to read this page

Total assets (EOY)

$52.7M

No prior year

Total participants

675

No prior year

Average account balance

$98,631

No prior year

Annual return

4.03%

No prior year

Benchmarks

See 2,226 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants250-999

Cohort2,226 peers

Snapshot2015

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$104.66M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$94K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

1,119

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

96.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$8.67M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+12.12%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$198

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 4 by compensation

Provider	Service type	Compensation
RVK, INC.1+ years Filed as: R.V. KUHN & ASSOCIATES, INC. Service code 16 · EIN 93-0910652	Consulting	$20,973
NEENAH ENTERPRISES, INC.1+ years Service code 10 · EIN 35-0259770	Accounting	$13,340
SCHENCK SC1+ years Filed as: SCHENCK BUSINESS SOLUTIONS Service code 10 · EIN 39-1173131	Accounting	$7,900
MASSACHUSETTS MUTUAL LIFE INS. CO.1+ years Service code 15 · EIN 04-1590850	Recordkeeping	$4,439

Plan features & details

Pension benefit codes2E2J2F2G2K3D2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

3 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$3K

$5 / participant

Contract admin$3K100.0%

% of EOY assets

0.005%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: SCHENCK SC
Auditor EIN: 391173131
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$98,631

$72,770+35.5%

$67,652+45.8%

$55,191+78.7%

Participation rate

75.8%

78.8%-3.0pp

75.7%+0.1pp

69.2%+6.6pp

Annual return

4.03%

-3.26%+7.3pp

6625.40%-6621.4pp

10.78%-6.8pp

Employer contribution / active EE

$305

$1,769-82.8%

$2,266-86.5%

$1,899-83.9%

Participant deferral / active EE

$1,017

$3,408-70.2%

$3,560-71.4%

$3,046-66.6%

Admin fee / account holder

$79-93.4%

$4,821-99.9%

$91-94.3%

Provider

Service type

Compensation

RVK, INC.1+ years

Filed as: R.V. KUHN & ASSOCIATES, INC.

Service code 16 · EIN 93-0910652

Consulting

$20,973

NEENAH ENTERPRISES, INC.1+ years

Service code 10 · EIN 35-0259770

Accounting

$13,340

SCHENCK SC1+ years

Filed as: SCHENCK BUSINESS SOLUTIONS

Service code 10 · EIN 39-1173131

Accounting

$7,900

MASSACHUSETTS MUTUAL LIFE INS. CO.1+ years

Service code 15 · EIN 04-1590850

Recordkeeping

$4,439

NEENAH ENTERPRISES, INC. 401(K) RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NEENAH ENTERPRISES, INC. 401(K) RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion